Automatically retrieve lookup values when you reuse a record or create a record via an app action. It is not retrieved again when you open the edit screen of an existing record.
This plugin supports smartphones.
Select the lookup fields to retrieve automatically. This saves a retrieval step when creating records by reuse or an app action.
Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.
Enter or select a value for each setting unless it is marked optional.
Select the lookup fields to retrieve. You can select more than one field.
The following field types can be selected.
The following actions and conditions are useful when building similar behavior in customization mode.